Morgan Stanley Security National Financial Corp Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

A detailed history of Morgan Stanley transactions in Security National Financial Corp stock. As of the latest transaction made, Morgan Stanley holds 32,287 shares of SNFCA stock, worth $413,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,287

Previous 39,691 18.65%

Holding current value

$413,273

Previous $317,000 6.62%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$7.45 - $9.19 $55,159 - $68,042	-7,404 Reduced 18.65%	32,287 $296,000
Q2 2024 Oct 17, 2024	SELL	$6.5 - $8.4 $35,178 - $45,460	-5,412 Reduced 12.0%	39,691 $317,000
Q2 2024 Aug 14, 2024	SELL	$6.5 - $8.4 $35,178 - $45,460	-5,412 Reduced 12.0%	39,691 $317,000
Q1 2024 Oct 17, 2024	BUY	$7.62 - $9.04 $41,239 - $48,924	5,412 Added 13.64%	45,103 $356,000
Q1 2024 Aug 16, 2024	SELL	$7.62 - $9.04 $52,867 - $62,719	-6,938 Reduced 13.33%	45,103 $356,000
Q1 2024 May 15, 2024	SELL	$7.62 - $9.04 $52,867 - $62,719	-6,938 Reduced 13.33%	45,103 $356,000
Q4 2023 Aug 16, 2024	BUY	$6.89 - $9.6 $85,091 - $118,560	12,350 Added 31.12%	52,041 $468,000
Q4 2023 Feb 13, 2024	BUY	$6.89 - $9.6 $120,092 - $167,328	17,430 Added 50.36%	52,041 $468,000
Q3 2023 Nov 15, 2023	BUY	$7.58 - $8.93 $5,594 - $6,590	738 Added 2.18%	34,611 $271,000
Q2 2023 Aug 14, 2023	BUY	$6.33 - $8.87 $49,051 - $68,733	7,749 Added 29.66%	33,873 $300,000
Q1 2023 May 15, 2023	SELL	$6.0 - $7.55 $6,522 - $8,206	-1,087 Reduced 3.99%	26,124 $162,000
Q4 2022 Feb 14, 2023	SELL	$5.58 - $7.57 $6,629 - $8,993	-1,188 Reduced 4.18%	27,211 $198,000
Q3 2022 Nov 14, 2022	BUY	$5.65 - $8.61 $4,525 - $6,896	801 Added 2.9%	28,399 $180,000
Q2 2022 Oct 27, 2022	SELL	$7.84 - $9.87 $44,068 - $55,479	-5,621 Reduced 16.92%	27,598 $234,000
Q2 2022 Aug 15, 2022	SELL	$7.84 - $9.87 $44,068 - $55,479	-5,621 Reduced 16.92%	27,598 $234,000
Q1 2022 Oct 27, 2022	BUY	$8.53 - $9.86 $47,947 - $55,423	5,621 Added 20.37%	33,219 $332,000
Q1 2022 May 13, 2022	SELL	$8.53 - $9.86 $23,977 - $27,716	-2,811 Reduced 7.8%	33,219 $332,000
Q4 2021 Feb 14, 2022	BUY	$7.81 - $9.17 $11,543 - $13,553	1,478 Added 4.28%	36,030 $331,000
Q3 2021 Nov 15, 2021	BUY	$7.68 - $8.86 $265,359 - $306,130	34,552 New	34,552 $284,000

Others Institutions Holding SNFCA

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About SECURITY NATIONAL FINANCIAL CORP

Ticker SNFCA
Exchange NASDAQ
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 18,717,500
Market Cap $240M
Description
Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...

More about SNFCA

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